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• Finance Committee

Finance Committee

Meeting Minutes

August 2010 | June 2010 | May 2010 | January 2010
September 2009 | August 2009 | May 2009 | February 2009

Mission Statement

The role of the Finance Committee is to monitor the California Dental Association’s financial assets and liabilities, to oversee the preparation of accurate and meaningful financial records for the association, and to communicate such to the Board of Trustees and the House of Delegates as those entities shall require.

Primary Duties

• To review annually preliminary estimates of income, expenditures and additions to reserves and to review and submit an annual budget to the board.
• To oversee and provide guidance concerning investment of reserve funds. The Finance Committee shall report quarterly to the board and annually to the house.
• To present written reports at least annually to the board.
• To review and report to the board semiannually, the financial and operational records of all subsidiaries and affiliates.
• To conduct an annual review of all employee retirement plans to ensure continued compliance with all federal laws and regulations.

Time Requirements

Committee Meetings: 4 all-day meetings per year
Conference Calls: Minimum of 4 per year

Qualifications, Skill Sets and Knowledge

• Background in business, finance, economics and/or statistics
• Previous CDA council/committee/board experience
• Possess good common sense, judgment and an ability to express yourself

Composition and Terms of Office

The Finance Committee shall be composed of the treasurer as chair, president, president-elect, and three trustee members elected by the board.

The term of office for trustee members shall be three years. An individual may remain on the Finance Committee for up to one year following completion of service as a trustee. Tenure shall be two terms.